Wetzel Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
2,655
-2,809
| -51% | -$251K | 0.11% | 109 |
|
|
2025
Q1 | $447K | Sell |
5,464
-348
| -6% | -$28.4K | 0.23% | 72 |
|
|
2024
Q4 | $439K | Sell |
5,812
-28
| -0.5% | -$2.12K | 0.22% | 74 |
|
|
2024
Q3 | $488K | Sell |
5,840
-29
| -0.5% | -$2.43K | 0.25% | 68 |
|
|
2024
Q2 | $469K | Buy |
5,869
+13
| +0.2% | +$1.04K | 0.27% | 66 |
|
|
2024
Q1 | $446K | Sell |
5,856
-63
| -1% | -$4.79K | 0.26% | 66 |
|
|
2023
Q4 | $446K | Buy |
+5,919
| New | +$446K | 0.27% | 62 |
|